Director of Client Experience & Engagement — AI-Driven Ops

Parallel Financial; Greenville (SC); Hybrid; USD 90,000 - 120,000; Full time

Job summary

Parallel Financial is seeking a Director of Client Experience & Engagement in Greenville, SC (Hybrid). As a pivotal role in our $2B RIA platform, you will enhance client service workflows, choose vendor partnerships, and leverage AI for operational efficiencies.

The ideal candidate has 5–10 years in RIA operations, is fluent in Schwab and Fidelity, and can lead a team to deliver outstanding service. Total compensation ranges from $90,000 to $120,000 based on experience.

Qualifications

• 5–10 years in RIA operations or senior client service.
• Fluency in Schwab and Fidelity, and real depth in Black Diamond.
• Strong curiosity about how AI reshapes the work.
• Experience leading operational improvements and coaching teams.

Responsibilities

• Rebuilding client service workflows on Schwab and Fidelity.
• Choosing vendor partnerships for the next year.
• Implementing AI across operations.
• Coaching the CSM team for exceptional service.
• Being the first point of contact for advisors.

Skills

RIA operations

client service

Schwab

Fidelity

Black Diamond

AI innovation

Job description

Parallel Financial is seeking a Director of Client Experience & Engagement in Greenville, SC (Hybrid). As a pivotal role in our $2B RIA platform, you will enhance client service workflows, choose vendor partnerships, and leverage AI for operational efficiencies.

The ideal candidate has 5–10 years in RIA operations, is fluent in Schwab and Fidelity, and can lead a team to deliver outstanding service. Total compensation ranges from $90,000 to $120,000 based on experience.